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Financial Planning Specialist
RBCFinancial Planning Specialist collaborating with Advisors to offer financial planning services to High Net Worth clients. Responsibilities include preparing financial plans, coaching, and developing networks.
About the role
Key responsibilities & impact- Prepare comprehensive financial plans that meet client’s specific needs in the areas of financial, investment, retirement, and risk management planning.
- Personalize each financial plan to provide expert knowledge around issues affecting clients, such as: holding companies, employee stock options, individual pension plans, retirement compensation agreements, gift and charitable planning, etc.
- Simplify complex strategies to assist Advisors
- Deliver presentations to Advisors and clients
- Provide ongoing coaching to the Financial Planning Analysts assisting in the preparation of financial plans
- Promote and support a work environment that inspires innovation, creativity, collaboration and diversity
- Develop strong internal and external networks and referral sources
Requirements
What you’ll need- Effective communication skills both oral and written
- Ten years of relevant experience in all aspects of financial planning
- Professional designation such as CA, CGA, LLB, or CMA
- Complex financial planning experience
- Strong analytical and judgment skills.
- Computer skills : Microsoft Office, “Naviplan Extended” or CCH – (planning software).
- Ability to work both as part of a team and independently
- Financial planning designation: CFP or RFP (nice-to-have)
- Investment and insurance industry knowledge are also strong assets
Benefits
Comp & perks- A comprehensive Total Rewards Program including bonuses and flexible benefits
- Competitive compensation
- A world-class training program in financial services
- Work in a dynamic, collaborative, progressive, and high-performing team
- Ability to make a difference and lasting impact
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Financial PlanningAnalytical SkillsJudgment SkillsMicrosoft OfficeNaviplan ExtendedCCHInvestment PlanningRisk Management PlanningRetirement PlanningCharitable Planning
Soft Skills
Effective CommunicationCoachingCollaborationCreativityInnovation
Certifications
CACGALLBCMACFPRFP